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The Fundraiser Prospecting Sheet

The Fundraiser Prospecting Sheet
The Fundraiser Prospecting Sheet

Successful fundraising begins with a plan.

Before you send your group out to sell, ask them to write down who they feel will buy from them. This is where prospecting sheets can help jump-start your fundraiser.

Creating a list of prospects creates a sales roadmap for your students. The prospecting sheet also allows them to track their progress as they go.

This helps them identify people they feel comfortable approaching, making the selling process more accessible and helping reinforce seller confidence and the likelihood of making more sales.

It only takes a couple of successful encounters to create the positive momentum to reach their sales goal. Finally, brainstorming on a list also causes students to think of additional people to talk to.

Creating and Tracking Your List

Have your students complete a prospect list during your kickoff meeting by identifying 15 people they agree to approach over the next three days. Once they have approached someone, regardless of whether they buy or not, ask them to check the ‘approached’ box. If the prospect makes a purchase, have them check the ‘purchased’ box.

Ideas for Prospects

Coming up with prospects can be endless and may include your postal carrier, grocery clerk, gas station attendant, teachers, paper carrier, minister, youth leader, aunts, uncles, brothers, sisters, and grandparents, to name a few. Prospecting sheets will help make getting started much more accessible. Instead of simply going out to attempt to make random sales to anyone, students can now use a well-defined ‘cheat sheet’.

To ensure your students update their list, we recommend asking them to show it to you periodically. To make this fun and motivational, consider incorporating our Money Incentive Game into your check-in days.

Get Your Free Prospecting Sheet

Receive your complimentary prospecting sheet by completing our ‘Download Your Free Prospecting Sheet’ form.

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What Our Customers Say

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It was a great experience and great products. The overall service that we received from Big Fundraising Ideas was very good.

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Dance Committee Sponsor
The Colony Education Center
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$500.00
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Our Big Event School Fundraiser ran smoothly from beginning to end. The overall service that we received was exceptional and I have already referred you to another school in our district.

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Petronila Elementary
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Flag View Intermediate
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The overall service that we received from Big Fundraising Ideas was very good and we will recommend them to others who might need a fundraiser.

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Pearson Elementary
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Big Fundraising Ideas is wonderful to work with. They are always available to help me and fix any problem the day I call.

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PTO President
Sinton Elementary
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$22,020.00
5

For this being my first time ever doing this, Big Fundraising Ideas made the fundraising process extremely easy! They were always available to address any concerns that we had. The product quality was also great. Our sales actually doubled from previous years as we brought in more money than ever before! We are definitely interested in working with them again next year!

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PTA Fundraising Coordinator
Webb Elementary
Raised:
$43,603.00
5

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Sophomore Class Advisor/Teacher
Sandusky High School
Raised:
$1,102.50
4

I got immediate answers via email to all my questions. The orders were packaged separately by seller which was a great help. There was only one item missing from one box. Overall I was very pleased.

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BPA Sponsor/Teacher
Waller High School
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$1,055.87
5

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Principal
Pinecrest School
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$2,500.00
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Secretary
Blaschke Sheldon Elementary
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$20,730.00
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Fundraising Chair
Leal Elementary
Raised:
$23,862.50
5

Big Fundraising Ideas provided us with exceptional service. Product quality was first-rate and the sales incentives were excellent! We ended up selling more this spring than last fall – excellent for us!

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Assistant Principal
Lyford Elementary
Raised:
$28,217.50
5

The overall service that we received from Big Fundraising Ideas was exceptional! They were very helpful and organized. The fundraiser kickoff and incentives really motivated the students to sell!

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Assistant Principal
Ruiz Elementary
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5

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PTA President
Schanen Estates Elementary
Raised:
$17,623.67
5

Everything ran smoothly with Big Fundraising Ideas. Step by step instructions were great. Thank you!

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Fundraising Chair
John F. Kennedy Elementary
Raised:
$28,091.00